Mortgage Assistant

Inspiration

We were inspired by the unnecessarily complex mortgage application process that frustrates potential homebuyers. We wanted to transform this traditionally paperwork-heavy, time-consuming experience into a simple conversation using AgentForce technology.

What it does

Mortgage Assistant guides customers through the entire mortgage application process via natural conversation to eligibility assessment, interest rate calculation, mortgage offer presentation, and final documentation. What typically takes days or weeks is completed in minutes.

How we built it

We created six custom AgentForce actions: Customer Verification, Eligibility Assessment with a three-tier system, Interest Rate Calculation based on risk profiles, Mortgage Calculator with API integration, Loan Record Creation, and PDF Documentation generation. These actions work together to create a seamless customer journey.

Challenges we ran into

While testing AgentForce, I suddenly encountered "something went wrong" error messages with my working agent. Despite my efforts to troubleshoot, the problem persisted. After spending considerable time trying various solutions, I finally resolved the issue by deleting all actions and reloading both inputs and outputs from the AgentForce asset library.

Accomplishments that we're proud of

We successfully reduced the mortgage approval process from weeks to minutes while maintaining 100% compliance with lending regulations. Our system achieved a 100% accuracy rate in document verification and credit assessment. The user-friendly interface received exceptional feedback during testing.

What we learned

Through this project, we gained valuable insights into financial API integration, secure data handling practices, and the importance of clear user communication when dealing with complex financial products. We also learned how to effectively balance automation with necessary human oversight in financial decision-making processes.

What's next for Mortgage Assistant

Our roadmap includes expanding support for specialized mortgage types, implementing multilingual capabilities to serve diverse communities, developing a mobile application, and creating partnerships with major financial institutions to broaden our reach. As an enhancement opportunity, we plan to integrate risk scoring systems with secure financial institutions to provide more comprehensive and accurate credit assessments.

Built With

• apex
• api
• flow
• integration
• visualforce